Innovator U.S. Equity Accelerated 9 Buffer ETF – July (BATS:XBJL) is Gradient Investments LLC’s 7th Largest Position

Gradient Investments LLC grew its position in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – July (BATS:XBJL) by 49.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,152,690 shares of the company’s stock after buying an additional 1,041,197 shares during the period. Innovator U.S. Equity Accelerated 9 Buffer ETF – July accounts for 2.2% of Gradient Investments LLC’s investment portfolio, making the stock its 7th largest position. Gradient Investments LLC owned about 134.16% of Innovator U.S. Equity Accelerated 9 Buffer ETF – July worth $107,639,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Woodard & Co. Asset Management Group Inc. ADV lifted its position in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – July by 50.0% during the third quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 900 shares of the company’s stock worth $30,000 after acquiring an additional 300 shares in the last quarter. Barclays PLC bought a new position in Innovator U.S. Equity Accelerated 9 Buffer ETF – July in the 3rd quarter worth about $149,000. CWM LLC grew its holdings in Innovator U.S. Equity Accelerated 9 Buffer ETF – July by 4,888.3% during the 3rd quarter. CWM LLC now owns 8,131 shares of the company’s stock valued at $272,000 after buying an additional 7,968 shares in the last quarter. Encompass More Asset Management bought a new stake in Innovator U.S. Equity Accelerated 9 Buffer ETF – July during the 3rd quarter worth approximately $453,000. Finally, WorthPointe LLC lifted its stake in Innovator U.S. Equity Accelerated 9 Buffer ETF – July by 131.2% in the 3rd quarter. WorthPointe LLC now owns 15,837 shares of the company’s stock worth $530,000 after purchasing an additional 8,987 shares in the last quarter.

Innovator U.S. Equity Accelerated 9 Buffer ETF – July Price Performance

XBJL opened at $34.73 on Friday. The stock has a market cap of $81.60 million, a price-to-earnings ratio of 23.92 and a beta of 0.46. The firm’s 50 day moving average price is $34.28 and its two-hundred day moving average price is $33.49.

About Innovator U.S. Equity Accelerated 9 Buffer ETF – July

The Innovator U.S. Equity Accelerated 9 Buffer ETF – July (XBJL) is an exchange-traded fund that is based on the SPDR S&P 500 ETF Trust index. The fund aims for 2x the price return of the SPDR S&P 500 ETF (SPY), subject to an upside return cap and downside buffer over a one-year outcome period. XBJL was launched on Jul 1, 2021 and is managed by Innovator.